MyPlanIQ 401k Investor HUMANA RETIREMENT AND SAVINGS PLAN

HUMANA RETIREMENT AND SAVINGS PLAN

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Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Growth Tr
Others
Target Date 2026-2030 SWDRX Schwab Managed rtmt Tr 2030 Fund Class III
Target Date 2036-2040 SWERX Schwab Managed rtmt Tr 2040 Fund Class III
Target Date 2016-2020 SWCRX Schwab Managed rtmt Tr 2020 Fund Class III
US EQUITY
LARGE VALUE IWD Schwab Institutional Large Cap Value Tr Fund
LARGE BLEND IWV BNY Mellon Broad Market Stock Index
Small Growth PSCZX Prudential Jennison Small Company Z
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
SHORT GOVERNMENT STABLEVALUE Stable Value
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Growth Tr
Others
Target Date 2026-2030 SWDRX Schwab Managed rtmt Tr 2030 Fund Class III
Target Date 2036-2040 SWERX Schwab Managed rtmt Tr 2040 Fund Class III
Target Date 2016-2020 SWCRX Schwab Managed rtmt Tr 2020 Fund Class III
Target Date 2000-2010 SWBRX Schwab Managed rtmt Tr 2010 Fund Class III
Target Date 2046-2050 SWNRX Schwab Target 2050
Retirement Income SWARX Schwab Retirement Income
ROOT CASH State Street Global Advisors Government Money Mkt Fund
US EQUITY
LARGE VALUE IWD Schwab Institutional Large Cap Value Tr Fund
LARGE BLEND IWV BNY Mellon Broad Market Stock Index
Small Growth PSCZX Prudential Jennison Small Company Z
LARGE GROWTH SEEGX JPMCB Large Cap Growth Fund-CF
SMALL VALUE DEVIX Delaware Small Cap Value Instl
Small Growth MISCX BNY Mellon Small Cap Stock Index
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
SHORT GOVERNMENT STABLEVALUE Stable Value
Total Available Funds: 16
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Growth Tr 91% 3 60 0 0.97% 1.83%
Others
Target Date 2026-2030 SWDRX Schwab Managed rtmt Tr 2030 Fund Class III 97% 3 60 0 0.42% 5.87%
Target Date 2036-2040 SWERX Schwab Managed rtmt Tr 2040 Fund Class III 97% 3 60 0 0.5% 7.06%
Target Date 2016-2020 SWCRX Schwab Managed rtmt Tr 2020 Fund Class III 96% 3 60 0 0.29% 5.48%
Target Date 2000-2010 SWBRX Schwab Managed rtmt Tr 2010 Fund Class III 95% 3 60 0 0.26% 4.13%
Target Date 2046-2050 SWNRX Schwab Target 2050 5% 3 60 0 0.56% 6.94%
Retirement Income SWARX Schwab Retirement Income 0% 3 60 0 NA NA
ROOT CASH State Street Global Advisors Government Money Mkt Fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE VALUE IWD Schwab Institutional Large Cap Value Tr Fund 98% 3 60 0 0.19% 1.95%
LARGE BLEND IWV BNY Mellon Broad Market Stock Index 96% 3 60 0 0.2% 1.22%
Small Growth PSCZX Prudential Jennison Small Company Z 93% 3 60 0 0.82% 0.51%
LARGE GROWTH SEEGX JPMCB Large Cap Growth Fund-CF 92% 3 60 0 0.69% 0.3%
SMALL VALUE DEVIX Delaware Small Cap Value Instl 78% 3 60 0 1.36% 1.29%
Small Growth MISCX BNY Mellon Small Cap Stock Index 75% 3 60 0 1.01% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE Stable Value 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.62%
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Related Retirement Plans
HUMANA
HUMANA RETIREMENT SAVINGS PLAN
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 7.8% 23.1% 8.5% 9.9% 7.1% 8.8%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:HUM)
The plan consists of 16 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

Humana Inc. offers various health and supplemental benefit plans in the United States. Its Government segment comprises beneficiaries of government benefit programs and operates in three lines of businesses: Medicare, Military, and Medicaid.



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